Key Points Nvidia has assembled a $63 billion portfolio of AI partners. Nvidia CEO Jensen Huang has called out energy as a major bottleneck in AI data center growth. Bloom Energy has been capitalizing on the AI boom and looks worthy of an Nvidia investment. 10 stocks we like better than Bloom Energy › Nvidia … Read more
Marvell (MRVL) Stock Falls 10% After Q2 Earnings: Buy the Dip?
The whipping post
Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a meaningful deterioration in the company’s fundamentals. With data-center demand accelerating … Read more
Rising Cloud Revenue Strengthens Alphabet Against MSFT & AMZN
The whipping post
Alphabet GOOGL benefits from accelerating demand for artificial intelligence (AI) infrastructure and enterprise AI solutions, which is strengthening Google Cloud’s competitive position against Amazon AMZN and Microsoft MSFT. In the second quarter of 2026, Google Cloud revenues surged 82% year over year to $24.8 billion, driven by Google Cloud Platform (GCP), enterprise AI solutions, AI … Read more
If I Were in My 20s, I'd Buy These 2 Trillion-Dollar Stocks and Hold Them Until Retirement
Key Points Young investors who are willing to endure more volatility can yield higher returns with a portfolio of individual stocks rather than an index fund. Amazon and Meta Platforms are two trillion-dollar giants with significant long-term potential thanks to their leadership in areas like artificial intelligence. Shares of Amazon and Meta currently trade at … Read more
The Glaring Flaw in Nvidia's Operating Results That Wall Street and Investors Keep Overlooking
Key Points The backbone of the artificial intelligence (AI) revolution demolished consensus sales and profit expectations for the 11th time over the last 12 quarters. However, Nvidia’s fiscal third-quarter gross margin guide of 74% is 100 basis points lower than what it just reported for the fiscal second quarter. Growing external and internal graphics processing … Read more